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Strategies & Market Trends : Value Line Investment Survey
VALU 36.55-0.1%2:31 PM EST

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To: OldAIMGuy who wrote (72)2/14/2001 10:11:13 PM
From: KevRupert  Read Replies (2) of 219
 
Hi Tom. I enjoyed the writeup of ATML. The semis should be the first to recover (in terms of tech stocks). I agree with your thoughts though. The timeliness issue is irrelevant as far as I am concerned. The safety rating does provide some insight into creditworthiness and financial stability. The last 1 - 1 stock I can remember was Pfizer maybe back in 1996.

The beaten down net stocks are a little too fast for my blood.

I am going to take Kerry's advice (and he really is quite knowledgable as you know!) and resubscribe to the electronic version so that I can research by criteria (as he has posted on this thread before).

Kerry was right on the money with Ross (retailers) and the cruise line stocks. Value plays (or GARP stocks) payed off.
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